CoreWeave成为众人瞩目的焦点，Hedgeye添加了新的简短创意

2025-04-11 22:04

CoreWeave (NASDAQ:CRWV) was in the spotlight on Friday as Hedgeye added the recently public cloud service provider as a new short idea.
Shares fell 0.3% in early trading.
CoreWeave could be impacted amid concern about DeepSeek's (DEEPSEEK) impact to the artificial intelligence revolution, as well as its balance sheet, with “explosive” debt, the investment firm said.
Hedgeye added that CoreWeave's losses are likely to “greatly” accelerate and not peak until 2028, when they hit $2.8B. And it may not be profitable until 2032, at the earliest, the firm explained.
CoreWeave's business model is “highly dependent” upon Nvidia (NVDA) GPU demand, and the firm said that rental pricing for the H100 and H200 GPUs fell in the first-quarter of 2025. Additionally, Microsoft (MSFT), which is CoreWeave's largest client, may be pulling back on some of its data center investments, according to recent reports.
Other concerns include the potential for OpenAI to reduce its five-year, $11.9B deal with CoreWeave because of financial concerns of its own.

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